MINNEAPOLIS, Minnesota (July 27, 2018) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announces that seven financial advisors were named to the 2018 Forbes’ “America's Top Next-Gen Wealth Advisors” list. The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S.
“RBC Wealth Management is incredibly proud to congratulate these extremely talented financial advisors, who are the future of our industry, on receiving this prestigious honor,” said Michael Armstrong, CEO of RBC Wealth Management – U.S. “We are fortunate to have their fresh ideas and perspectives at the firm, and remain committed to helping them continue to grow their practices.”
The complete list of RBC Wealth Management Top Next-Gen Wealth Advisors:
About RBC Wealth Management – U.S.
In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, LLC. Founded in 1909, RBC Capital Markets, LLC is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority, the Securities Investor Protection Corporation, and other major securities exchanges. RBC Wealth Management has $336 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 40 states.
Jonell Lundquist, RBC Wealth Management, 612-371-2239, or firstname.lastname@example.org
The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award. Click here for the full methodology that Forbes developed in partnership with SHOOK Research.